Abe Bluestein is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual and its affiliates since 2026 and has prior experience with Atlas Copco and Jefferson County Public Schools. Outside of finance, he has worked at Camp Canadensis for several years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, with a focus on collaborative planning and goal analysis using firm-approved software.

Claire Diele is a financial advisor with Equitable Advisors in Peekskill, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked with Equitable Advisors since 2001 and was previously with AXA Advisors, LLC during the same period. Additionally, she has been involved with American Dream Promotions Inc. for over four decades. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party partnerships. The firm’s approach includes assessing client risk tolerance and utilizing multiple investment vehicles, with a focus on both proprietary and third-party solutions.

Peyton Steitz is a Financial Advisor at Merrill Lynch Wealth Management, where he serves entrepreneurs, business owners, and affluent families across Northern New Jersey and the lower Hudson Valley. He develops long-term financial strategies tailored to clients' goals and ambitions, focusing on personalized guidance and a long-term perspective. Steitz's expertise includes assisting clients with managing financial priorities such as home purchases, college savings, elder care, and healthcare needs. He works closely with clients to define their goals and select portfolio strategies designed to achieve them, providing ongoing advice and adapting portfolios as situations change. He holds the Professional Investment Advisor (PIA) designation. He earned a High School Diploma/GED from Manatee-Sarasota and completed an Accredited Certificate Program at The Connecticut School of Broadcasting. Steitz is fluent in English and Spanish.

Ross Shandra is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Advisors for 14 years before joining OSAIC in 2025. OSAIC serves a wide range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios and offers access to multiple third-party investment platforms and solutions.

Samuel Connelly is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he was involved with Dimidium Media for six years. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and third-party managers.

Joseph Lovecchio is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients with saving for and transitioning into retirement. He collaborates with clients to build financial plans that provide a clear and actionable roadmap tailored to their individual needs. Joseph has held several roles at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Relationship Banker at JP Morgan Chase and as a Financial Planner at Barnum Financial Group. Outside of his professional work, Joseph enjoys baseball, beach activities, family time, fitness, and golf.

Benjamin Harrison is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Chappaqua, NY, he owns and operates an online Etsy store, Bible Vision Prints, which sells digital prints related to Bible visualization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Francisco Rivera is a financial advisor with LPL Financial in Somers, NY, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Webster Bank, Wells Fargo Bank and Clearing, JPMorgan Chase Bank, and JPMorgan Securities. He is also a commissioned notary in the state of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Baffuto is a financial advisor with Equitable Advisors in Pleasantville, NY, holding a Series 66 license and five years of industry experience. His prior firms include UBS Financial Services and AXA Advisors. Outside of finance, he has experience with Greenburgh Recreational Day Camp. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Stephen Schneider is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within Wells Fargo's affiliated firms since 2009. Outside of his advisory role, he serves as co-executor for his father’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Zhu Howard is a financial advisor with LPL Financial in Stamford, CT, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial and M&T Bank in 2022, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2019 to 2022, and at Bank of America and Merrill from 2017 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wanda Vasse Koerner is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Dorfman is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as an Investment Consultant at Fidelity from 2022 to 2023. His earlier experience includes serving as a Portfolio Manager focused on U.S. and Canadian equities at First New York Securities from 2014 to 2021, and as a U.S. Equity Trader at AMR Capital Trading between 2004 and 2013. Throughout his career, Eric has specialized in investment management and financial planning. He holds an Arkansas Insurance License. Outside of his professional work, Eric's personal interests include spending time at the beach, enjoying comedy, football, music, and engaging in parenthood.

Nicole Lopez is a financial advisor at Fidelity with Series 66 credentials and has been in the industry since 2022. She previously worked at New York Life Insurance Company and has been involved with community organizations such as the Kips Bay Boys & Girls Club and Holy Spirit Roman Catholic Church. Fidelity's Strategic Advisers LLC, where she is based, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement in fund advisory, including multi-manager and fund-of-funds structures, and its use of systematic methodologies and AI in portfolio management.

Neil Gargiulo is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, he participates as an arbitrator in FINRA securities regulation panels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and provides a range of advisory programs and affiliated investment products under a fiduciary standard.

Ryan Dubak is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in delivering financial solutions tailored to client goals. He serves clients by focusing on optimizing outcomes related to lifetime financial planning, inheritance, charitable giving, and tax considerations. Ryan began his career at Merrill in 2008, initially working in the Greenwich, Connecticut office before joining Merrill Private Wealth Management in New York in 2011. He has developed expertise in managing client relationships and crafting customized investment plans that align with individual client objectives. Ryan holds a Bachelor's Degree from the State University of New York System. He has earned the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. and the Certified Financial Planner (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. Ryan resides in Katonah, New York, with his wife Laura and their three children.

Adam Sloane is a CFP® and Series 66 licensed financial advisor with three years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Ameriprise. He is also the owner of Spirit Capital Management, Inc., a management consulting business that is currently being wound down. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through unique affiliations.

Frederick Faustini is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at various organizations, including Columbia Fireflies and University of South Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Samantha Kay is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021. Prior to her financial services career, she held positions at New City Kosher Deli, Orange County Choppers, and RevFlo Inc. Outside of her advisory role, she serves as the head cheerleading coach at Albertus Magnus High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Anthony Giuliante Jr. is a financial advisor with LPL Enterprise, holding a Series 63 designation and 28 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in teaching a New York State health insurance point and reduction program. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and various institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.